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TBA's Life Insurance Link Up

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by TBA

5.0(2 reviews)
113 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
59

Podcast Authority

Beta
FairBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality87
Social0
YouTube0
Engagement76
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Podcast Overview

Life Linked is an advisor-focused podcast built for professionals who want to grow their life insurance and planning strategies with clarity and confidence. Each episode delivers practical concepts, real advisor stories, and expert insight from advanced markets specialists and carrier leaders without the fluff or sales pitch. We cover what advisors actually need: term and permanent life insurance strategies, underwriting and case design, marketing and client acquisition, estate equalization, succession planning, annuities, and hybrid long-term care solutions. Whether you're refining your process, navigating a changing market, or looking for better ways to serve clients, Life Linked is designed to give you takeaways you can use immediately. If you work with families, business owners, or high-net-worth clients, and want to turn planning conversations into lasting relationships, this show is for you. For more information on TBA: https://www.tba.com/

Language

🇺🇲

Publishing Since

8/19/2019

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59

Podcast Authority

Beta
FairBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality87
Social0
YouTube0
Engagement76
Learn more
8
Excellent Areas
1
Good Performance
10
Growth Opportunities
excellent
Episode Length
12 minutes
Performing excellently!
good
iTunes Tags
7.2/10

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needs improvement
Publishing Consistency
Every 22 days

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Recent Episodes

Episode thumbnail for Succession Planning: The Most Overlooked Conversation

July 8, 2026

Succession Planning: The Most Overlooked Conversation

Host Morgan Housel interviews Dan Lehner of Principal Financial Group about why business owners delay succession planning and how advisors can guide these crucial conversations.

Episode thumbnail for Turning "No" Into Opportunity: A Better Way to Handle Rejection

June 3, 2026

Turning "No" Into Opportunity: A Better Way to Handle Rejection

Host Morgan interviews marketing strategist Tiffany Markarian about transforming client rejection into opportunities through a consultative approach.

Episode thumbnail for The Advisor Experience: Turning Life Insurance into a Responsibility

April 14, 2026

The Advisor Experience: Turning Life Insurance into a Responsibility

<p dir="ltr">In this episode, Chad Preston sits down with veteran advisor Ed Steffens to unpack how life insurance evolved from an uncomfortable topic into a core responsibility within his practice. Ed shares how a real-life client tragedy reshaped his perspective, turning life insurance from a "nice-to-have" into a moral and professional obligation.</p> <p>They dive into practical ways to introduce life insurance without pressure, why a direct approach works better than overthinking it, and how advisors can build confidence through repetition and real conversations. You'll also hear actionable strategies for the next 60–90 days to help you naturally integrate life insurance into your process, and why doing so ultimately comes down to care, not sales.</p> <p>If you've ever hesitated to bring it up, this episode will challenge that and give you a straightforward path forward. </p>

113 total episodes available with 10 transcripts

Recent guests on TBA's Life Insurance Link Up

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Dan Lehner

Guest

Tiffany Markarian

Guest

Zach Gosselin

Guest

Kathryn Kinnanne

Guest

Mark Householder

Guest

Kevin Riley

Guest

Daneyelle Schneider

Guest

Brad Mills

Guest

John Fitzpatrick

Guest

Mark Berry

Guest

Grant James

Guest

Heather Sprague

Guest

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is TBA's Life Insurance Link Up?

Life Linked is an advisor-focused podcast built for professionals who want to grow their life insurance and planning strategies with clarity and confidence. Each episode delivers practical concepts, real advisor stories, and expert insight from advanced markets specialists and carrier leaders without the fluff or sales pitch.

We cover what advisors actually need: term and permanent life insurance strategies, underwriting and case design, marketing and client acquisition, estate equalization, succession planning, annuities, and hybrid long-term care solutions. Whether you're refining your process, navigating a changing market, or looking for better ways to serve clients, Life Linked is designed to give you takeaways you can use immediately.

If you work with families, business owners, or high-net-worth clients, and want to turn planning conversations into lasting relationships, this show is for you.

For more information on TBA: https://www.tba.com/

How often does this podcast release new episodes?

This podcast updates bi-weekly.

Where can I listen to this podcast?

This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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